Task managing device for managing tasks relating to an accounting process, task managing method and non-transitory computer-readable medium

Abstract

A task managing device facilitates and assists in execution of tasks relating to an accounting process. The device refers to management information in which task items to be completed are defined. The task items are displayed on a display screen in association with checkboxes which are selectable by a user to input completion of the respective task items. If a checkbox is selected to input completion of the associated task item, the device determines, based on the management information, whether an accounting process task needs to be performed for the completed task item. If the accounting process task needs to be performed, the device switches the display screen to an accounting process screen, and enters past data associated with a predetermined data input item in a past accounting process task in data input regions corresponding to the accounting process task.

What is claimed is: 
     
       1. A task support device comprising:
 a memory that stores management information and data history information, wherein the management information defines a plurality of task items to be completed by a user of the task support device and includes information indicating whether an associated past accounting process task is to be carried out for each of the task items after the task item is completed, and wherein the data history information includes past data associated with each past accounting process task, the past data being data comprising an associated completion due date for each task item and an associated predetermined data input item for each past accounting process task having been previously registered by the user; and 
 a processor that performs a process, wherein the process includes:
 a task display process that displays, on a display of the task support device, a task screen in which each of the plurality of task items are displayed with its associated past accounting process task, predetermined data input item, completion due date, and a button which is selectable by the user and indicates completion of the associated task item when selected; 
 a determination process that determines, when the user selects a button associated with any one of the plurality of task items to indicate completion of the task item associated with the selected button, whether the associated past accounting process task is to be carried out after the task item is completed based on the stored management information associated with the task item; 
 a screen switching process that switches the screen displayed on the display from the task screen to an accounting process screen for the user to perform the associated past accounting process task when it is determined in the determination process that the associated past accounting process task is to be carried out after the task item is completed, 
 wherein the screen switching process switches the screen displayed on the display to the accounting process screen, the accounting process screen being in a state in which the past data has been automatically entered in a data input region of the accounting process screen; and 
 a registration process that registers the past data automatically entered in the data input region to a ledger responsive to the user selecting a button displayed on the accounting process screen. 
 
 
     
     
       2. The task support device according to  claim 1 , wherein the past accounting process task is a journalizing process task. 
     
     
       3. The task support device according to  claim 2 , wherein the data input item is indicative of an accounting heading or settlement method. 
     
     
       4. A task support method performed by a task support device comprising a memory storing (i) management information defining a plurality of task items to be completed by a user of the task support device and including information indicating whether an associated past accounting process task is to be carried out for each of the task items after the task item is completed, and (ii) data history information includes including past data associated with each past accounting process task, the past data being data comprising an associated completion due date for each task item and an associated predetermined data input item for each past accounting process task having been previously registered by the user, the method comprising:
 displaying, on a display of the task support device, a task screen in which each of the plurality of task items are displayed with its associated past accounting process task, predetermined data input item, completion due date, and a button which is selectable by the user and indicates completion of the associated task item when selected; 
 determining, when the user selects a button associated with any one of the plurality of task items to indicate completion of the task item associated with selected button, whether the associated past accounting process task is to be carried out after the task item is completed based on the stored management information associated with the task item; 
 switching the screen displayed on the display from the task screen to an accounting process screen for the user to perform the associated past accounting process task, when it is determined in the determining that the associated past accounting process task is to be carried out after the task item is completed, 
 wherein the switching of the screen displayed on the display is performed to switch to the accounting process screen, the accounting process screen being in a state in which the past data has been automatically entered in a data input region of the accounting process screen; and 
 registering the past data automatically entered in the data input region to a ledger responsive to the user selecting a button displayed on the accounting process screen. 
 
     
     
       5. The task support method according to  claim 4 , wherein the past accounting process task is a journalizing process task. 
     
     
       6. The task support method according to  claim 5 , wherein the data input item is indicative of an accounting heading or settlement method. 
     
     
       7. A non-transitory computer-readable medium having stored thereon a program that is executable by a computer comprising a memory storing (i) management information defining a plurality of task items to be completed by a user of a task support device and including information indicating whether an associated past accounting process task is to be carried out for each of the task items after the task item is completed, and (ii) data history information including past data associated with each past accounting process task, the past data being data comprising an associated completion due date for each task item and an associated predetermined data input item for each past accounting process task having been previously registered by the user, the program being executable by the computer to cause the computer to perform a process comprising:
 a task display process that displays, on a display of the task support device, a task screen in which each of the plurality of task items are displayed with its associated past accounting process task, predetermined data input item, completion due date, and a button which is selectable by the user and indicates completion of the associated task item when selected; 
 a determination process that determines, when the user selects a button associated with any one of the plurality of task items to indicate completion of the task item associated with the selected button, whether the associated past accounting process task is to be carried out after the task item is completed based on the stored management information associated with the task item; 
 a screen switching process that switches the screen displayed on the display from the task screen to an accounting process screen for the user to perform the associated past accounting process task when it is determined in the determination process that the associated past accounting process task is to be carried out after the task item is completed, 
 wherein the screen switching process switches the screen displayed on the display to the accounting process screen, the accounting process screen being in a state in which the past data has been automatically entered in a data input region of the accounting process screen; and 
 a registration process that registers the past data automatically entered in the data input region to a ledger responsive to the user selecting a button displayed on the accounting process screen. 
 
     
     
       8. The non-transitory computer-readable medium according to  claim 7 , wherein the past accounting process task is a journalizing process task. 
     
     
       9. The non-transitory computer-readable medium according to  claim 8 , wherein the data input item is indicative of an accounting heading or settlement method.